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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Paradigm Operations
San Francisco,
California
| $339M | +$13.9M | +4% | 4.93% | 230% | 1 | 0% | 1.8 |
|
| 3452 |
3452
Riversedge Advisors
Wilmington,
Delaware
| $339M | -$25.7M | -7% | 3.83% | 71.3% | 76 | 15.79% | 2 |
|
| 3453 |
3453
Farmers & Merchants Trust Company
Long Beach,
California
| $339M | -$34.7M | -9% | 2.32% | 79.8% | 184 | 8.15% | 3.5 |
|
| 3454 |
3454
Liberty Capital Management
Birmingham,
Michigan
| $339M | +$5.1M | +2% | 2.69% | – | 150 | 6.67% | 5.6 |
|
| 3455 |
OP
3455
ORG Partners
Roanoke,
Indiana
| $339M | -$278M | -45% | 1.96% | 69.5% | 1,684 | 49.35% | 0.2 |
|
| 3456 |
OTL
3456
Oak Thistle LLC
New York
| $338M | +$149M | +79% | 5.04% | 58.3% | 648 | 79.63% | 0.1 |
|
| 3457 |
3457
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $338M | -$20.5M | -6% | 3.99% | 54.3% | 292 | 4.79% | 5.8 |
|
| 3458 |
3458
Boston Research & Management
Manchester,
Massachusetts
| $338M | -$14.8M | -4% | 4.06% | 63.6% | 115 | 2.61% | 7.2 |
|
| 3459 |
FNBOMD
3459
First National Bank of Mount Dora
Mount Dora,
Florida
| $338M | -$13.3M | -4% | 2.68% | 96.2% | 139 | 5.04% | 4.9 |
|
| 3460 |
3460
Sands Capital Ventures
Arlington,
Virginia
| $338M | -$63.5K | -0% | 4.28% | 228% | 23 | 8.7% | 1.4 |
|
| 3461 |
3461
Blume Capital Management
Berkeley,
California
| $338M | -$3.72M | -1% | 1.45% | 102% | 330 | 6.67% | 4.6 |
|
| 3462 |
FRM
3462
Fox Run Management
Greenwich,
Connecticut
| $338M | -$17.6M | -5% | 5.37% | 71.7% | 1,063 | 76.76% | 0.1 |
|
| 3463 |
3463
McRae Capital Management
Morristown,
New Jersey
| $338M | -$14.1M | -4% | 4.38% | 78.2% | 99 | 8.08% | 6 |
|
| 3464 |
3464
Dechtman Wealth Management
Centennial,
Colorado
| $338M | +$1.81M | +0.5% | 3.77% | – | 54 | 7.41% | 0.2 |
|
| 3465 |
3465
Bank Pictet & Cie (Asia)
Singapore
| $338M | -$2.21M | -0.6% | 4.69% | 30.4% | 91 | 10.99% | 4.2 |
|
| 3466 |
3466
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $337M | -$2.62M | -0.8% | 3.06% | 60.5% | 172 | 17.44% | 0.4 |
|
| 3467 |
3467
BCM Advisors
Lafayette,
Louisiana
| $337M | -$35.8M | -10% | 4.26% | 66.3% | 67 | 11.94% | 3.3 |
|
| 3468 |
3468
Wealth Alliance Advisory Group
Wichita,
Kansas
| $337M | +$54M | +19% | 2.73% | 72.7% | 190 | 15.26% | 3.1 |
|
| 3469 |
3469
Monaco Asset Management
Monaco
| $337M | -$21.1M | -6% | 6.22% | 136% | 81 | 34.57% | 0.8 |
|
| 3470 |
3470
Fruth Investment Management
Houston,
Texas
| $337M | -$14.7M | -4% | 2.22% | 79.4% | 221 | 3.62% | 7.3 |
|
| 3471 |
3471
Altrius Capital Management
New Bern,
North Carolina
| $337M | -$434K | -0.1% | 0.71% | 43.1% | 95 | 5.26% | 1.1 |
|
| 3472 |
3472
Privium Fund Management
Amsterdam,
Netherlands
| $336M | -$11.2M | -3% | 4.47% | 465% | 141 | 30.5% | 1 |
|
| 3473 |
3473
Commonwealth Financial Services
Vienna,
West Virginia
| $336M | – | – | 2.99% | 64.2% | 189 | – | 3.2 |
|
| 3474 |
3474
Beverly Hills Private Wealth
Beverly Hills,
California
| $336M | -$272M | -45% | 3.21% | 91.6% | 336 | 16.07% | 0.6 |
|
| 3475 |
3475
Paragon Wealth Strategies
Jacksonville,
Florida
| $335M | +$18.5M | +6% | 2.73% | 59.8% | 43 | 23.26% | 1.5 |
|